JM

James Moore

Client Services at Sax Wealth Advisors, LLC

James Moore possesses a diverse professional background with extensive experience in client services and leadership roles. Currently serving as a Client Services professional at Sax Wealth Advisors, LLC since October 2021, James also holds a position as Senior Pastor at Union Baptist Church in Kenilworth, NJ, since May 2015. Previous roles include CSR at Meyer and Associates, Human Resources Advisory at UBS, and Client Service Administrator at RegentAtlantic, among others. James holds a Bachelor's degree in Business Administration and Management from Somerset Christian College and has attended other institutions such as Grambling State University and UCNJ Union College of Union County, NJ.

Location

New Jersey, United States

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Sax Wealth Advisors, LLC

Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. Unlike large-sized investment firms, Sax Wealth Advisors offers personal attention from a dedicated team of advisors. At the same time, our depth of expertise and resources allows us to offer big company services driven by our clients'​ unique objectives and expectations. Our smaller size enables us to have a larger focus on your overall financial goals - not simply the performance of your portfolio.


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Employees

11-50

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